Practice and Client Management News
Financial Planning's Practice and Client Management coverage includes essential advisor-level strategy and operational insight for firms and solo practitioners. Read how elite advisors build retention-driven practices, manage high net worth relationships and operationalize growth frameworks that go beyond rudimentary 101 topics. Learn the latest financial planning news from expert reporting and analysis that matters to industry leaders.
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Advisors are only human, and mistakes are bound to happen. But missteps, for all the pain they can cause, can also help an advisor — and their practice — grow stronger.
February 24
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Paul Reid Galietto's lawyer says he was let go by Credit Suisse in 2021 after the firm tried to unfairly blame him for losses from the collapse of the giant family office Archegos Capital Management.
February 24
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Showing up for clients is still crucial, but using AI to deliver on financial goals matters more, says Altruist's CEO.
February 24
Altruist -
A pair of putative class-action lawsuits this month accuse Edward Jones of allowing information clients enter online to be harvested for use in targeted marketing campaigns.
February 20
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Financial advisors have critical roles for modifying financial plans to cover costs and long-term plans when clients find themselves faced with caring for a family member.
February 19
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Wescott and Moneta Group present helpful examples of paths for financial advisors and other employees that experts say are essential for growth.
February 19
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From the Bible to best-selling books, the NBA player turned business owner credited his success in part to his voracious reading habit.
February 18
